Relationship Manager

Vor 5 Tagen

Zürich ZH, Schweiz Julius Baer Vollzeit

At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together.

We are the leading Swiss private banking group with a focus on servicing and advising sophisticated private clients and a premium brand in global wealth management. That is why a comprehensive range of services and first-class service quality are essential - as are the committed teams that provide them.

The Relationship Manager is the primary point of contact between the clients and the Bank. He/she acts as an ambassador for the Bank externally and is a role model internally. He/she is responsible for establish and manage a portfolio of High Net Worth/Ultra High Net Worth private clients. This includes the delivery of comprehensive wealth management solutions to meet the clients’ needs as well as dealing with routine enquiries and transactions.

**YOUR CHALLENGE**:

- Acquiring new client relationships through own network
- Providing tailored investment solutions in line with the Bank's policies
- Optimising revenues by acquisition of additional share of wallet / cross-selling
- Working as part of a team (including the appropriate use of specialists) to develop and deliver comprehensive wealth management solutions to the client
- Monitoring the evolution of the financial markets and adjusting the investment strategy accordingly
- Complying with all internal, applicable and relevant policies, guidelines, laws and regulations (Julius Baer specific and financial industry)
- Continuously deeping client relationships
- Developing and implementing new marketing strategies in collaboration with the Market Head
- Respondiing to all client needs in a timely and professional manner
- Embracing new processes and product initiatives

**YOUR PROFILE**:

- Minimum 15 years' experience in advising sophisticated clients and managing large client portfolios
- Proven track record of developing new (U)HNWI relationships through existing network in Mexico
- In-depth knowledge of the Mexican market, including the legal and regulatory framework
- Broad knowledge of global financial markets, economics and current affairs
- Investment advisory skills and portfolio management experience would be an asset
- Relevant academic and professional background
- Excellent communication, interpersonal and negotiation skills
- Fluency in English and Spanish (written and spoken)
- Experience of living and working in Mexico would be an advantage
- Ability to work independently and take initiative
- Entrepreneurial with the ability to think strategically in a fast-paced and challenging work environment
- Ability to plan, prioritise and work under pressure
- Responsive, approachable and team player
- Passionate about client service
- Persistent and persuasive
- Willing and flexible to travel

  • Relationship Manager

    vor 1 Woche

    Zürich, Schweiz Michael Page Vollzeit

    Join to apply for the Relationship Manager role at Michael PageJoin to apply for the Relationship Manager role at Michael PageGet AI-powered advice on this job and more exclusive features.Performance rewards and growth opportunitiesHigh-impact, fast-growing environmentPerformance rewards and growth opportunitiesAbout Our ClientOur client is a leading company...

  • Relationship Manager

    vor 19 Stunden

    Zürich, ZH, Schweiz Saxo Bank Vollzeit

    Relationship Manager Zurich, Switzerland Saxo is looking for an experienced Relationship Manager to join our growing B2C Direct Business team in Zurich. We are looking for a driven, independent, and ambitious colleague to join our Sales Team. As an experienced Relationship Manager, you will be immersed in a dynamic environment where you will engage with...

  • Relationship Manager Private Banking

    Vor 5 Tagen

    8048 Zürich, ZH, Schweiz Julius Baer Vollzeit

    At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. The Relationship Manager is the primary point of contact between the client and the Bank. He/she acts externally as an...

  • Relationship Manager

    vor 2 Wochen

    Zürich, Zürich, Schweiz Altus Search Ltd Vollzeit CHF 80'000 - CHF 120'000 pro Jahr

    Ref: 327ASISWPBTitle: Relationship Manager - External Asset ManagerLocation: ZurichSalary: AttractiveDate: 3rd December 2025Our client, a private bank is looking for a Relationship Manager - External Asset Manager to contribute and further expand high-quality services for internal and external customers.Duties Include:Be able to build and maintain business...

  • Relationship Manager

    Vor 5 Tagen

    Zürich, ZH, Schweiz Saxo Bank Vollzeit

    Zurich, Switzerland - Saxo is looking for an experienced Relationship Manager to join our growing B2C Direct Business team in Zurich.- We are looking for a driven, independent, and ambitious colleague to join our Sales Team. As an experienced Relationship Manager, you will be immersed in a dynamic environment where you will engage with counterparts and...

  • Relationship Manager

    vor 3 Wochen

    Zürich, Schweiz Michael Page - Switzerland Vollzeit

    About Our Client Wir sind ein unabhängiger, etablierter externer Vermögensverwalter mit Sitz in Zürich. Unser Fokus liegt auf einer ganzheitlichen und langfristigen Betreuung anspruchsvoller Privatkunden, Unternehmer und Familien. Zur Verstärkung unseres Teams suchen wir einen engagierten Relationship Manager (m / w), der unsere Werte von Vertrauen,...

  • Relationship Manager

    vor 1 Woche

    Zürich, Schweiz Altus Search Ltd Vollzeit

    Relationship Manager – External Asset Manager Title: Relationship Manager – External Asset Manager Date: 3rd December 2025 Our client, a private bank, is looking for a Relationship Manager – External Asset Manager to contribute and further expand high‑quality services for internal and external customers. Duties Include: Build and maintain business...

  • Relationship Manager

    Vor 6 Tagen

    Zürich, Schweiz Altus Search Ltd Vollzeit

    Relationship Manager - External Asset Manager Title: Relationship Manager - External Asset Manager Date: 5th December 2025 Our client, a private bank is looking for a Relationship Manager - External Asset Manager to contribute and further expand high-quality services for internal and external customers. Responsibilities Be able to build and maintain business...

  • Assistant Relationship Manager

    vor 2 Wochen

    Zürich, Schweiz Robert Walters Switzerland Vollzeit

    We are looking for an Assistant Relationship Manager (Private Banking) for the German-speaking market.Assistant Relationship Manager (Private Banking)About the role:You will support Senior Relationship Managers in delivering a first-class client experience. Your key responsibilities include:Client Support & AdministrationAssist in day-to-day servicing of...

  • Assistant Relationship Manager

    vor 3 Wochen

    Zürich, Schweiz Robert Walters Switzerland Vollzeit

    We are looking for an Assistant Relationship Manager (Private Banking) for the German-speaking market.Assistant Relationship Manager (Private Banking)About the role:You will support Senior Relationship Managers in delivering a first-class client experience. Your key responsibilities include:Client Support & AdministrationAssist in day-to-day servicing of...